Estates and Trusts

Publications and Presentations

Candace Dellacona Special Guest Appearance on the Financially Ever After Podcast

May 23, 2024
Download as PDF

Offit Kurman Estates and Trusts (North) Principal and Practice Group Leader, Candace Dellacona, recently appeared on the Financially Ever After podcast for the episode on Widowhood where she discussed the crucial topic of terminal illness and long-term care.

This episode covers Candace's insights on navigating the legal and financial complexities associated with terminal illness and long-term care planning.

Highlights include:

  • Legal Considerations: Understand the essential legal documents and decisions required when planning for terminal illness and long-term care.
  • Financial Planning: Learn strategies to manage the financial aspects of long-term care, including insurance options and asset protection.
  • Emotional Support: Explore the importance of emotional support for both patients and their families during this challenging time.
  • Healthcare Proxies and POAs: Discover the role of healthcare proxies and powers of attorney in ensuring your healthcare wishes are respected.
  • Medicaid Planning: Gain insights into Medicaid planning and how it can help cover long-term care costs.
  • Professional Guidance: Recognize the value of seeking professional guidance from elder law attorneys and financial planners to navigate these complexities.

Listen to the full episode here.

Related People

Related Services

  • Overview
  • People
  • Estates and Trusts Law Blog
  • Publications & News

Firm Highlights

  • Events
    AIA Tri-State Conference
    Princeton will serve as the backdrop for three days of connection, learning, and design leadership. From keynotes to tours to the Tri-State Design Awards, this year’s conference is designed to go far beyond education sessions. Kick off the week with pre-conference intensives and individual state component Design Award celebrations, followed by three days of education, inspiration, networking, and design excellence at the 2026 AIA Tri-State Conference—featuring pre-conference intensives, three keynote speakers, 25 education sessions, curated tours, an expo, spec academies, and the AIA Tri-State Design Awards—bringing together architects and design professionals from New Jersey, New York, and Pennsylvania to connect, learn, and celebrate the best of the profession. G2. Designing Secure Practices: Cybersecurity, Data Privacy, Contractual Provisions, and Insurance Risks for Architects (4:00 PM - 5:30 PM) Architects and design professionals increasingly rely on cloud platforms, BIM software, and digital tools to manage sensitive data, creating cybersecurity and privacy risks. A single incident can trigger liability claims, regulatory obligations, reputational harm, and insurance challenges. Yet many firms underestimate how contracts, insurance, and internal practices intersect during a breach. This program offers legal and insurance perspectives on cyber risk in architecture, examining liability exposure, risky contract provisions, and mitigation strategies. A cyber insurance expert will explain policy responses, coverage gaps, coordination with professional liability, and best practices for aligning insurance with contractual risk and protecting firms from evolving cyber threats. Learning Objectives: Identify key cybersecurity and data privacy risks faced by architecture firms and explain how these risks can impact professional liability and project outcomes. Analyze common contractual provisions to determine which clauses may increase exposure to cyber incidents and propose strategies to mitigate these risks. Evaluate the scope and limitations of cyber insurance policies, including coordination with professional liability coverage, to determine how a policy would respond in a breach scenario. Develop actionable risk management strategies by integrating legal, contractual, and insurance considerations to protect sensitive client and project data.
  • Blog Posts
    When the Middleman Disappears: Synapse and the Litigation Risk Hiding in Banking-as-a-Service
    When the Middleman Disappears: Synapse and the Litigation Risk Hiding in Banking-as-a-Service
  • Publications & News
    Thomas Pitegoff Recognized in the 2026 Lexology Index for Franchising Law
    Thomas Pitegoff Recognized in the 2026 Lexology Index for Franchising Law
  • Blog Posts
    Could Employers Soon Have More Flexibility in Severance Agreements?
    Could Employers Soon Have More Flexibility in Severance Agreements?
  • Events
    The 2026 Economic, Tax, and Accounting Updates
    We are looking forward to the Mid-Atlantic CFO Roundtable's next event on November 13, 2026. This is a program with topics built for Finance Executives. We are extremely fortunate to have three excellent speakers: Dr. Daraius Irani, Vice President of Business and Public Engagement at Towson University; Mike Stankus, Tax Office Managing Principal at BDO; and Daniel Wahlberg, Managing Partner of Acclare Solutions. The economy is rapidly changing with various factors driving it. The November 3rd midterm elections may also have an impact. Our three expert presenters will discuss the ramifications of the election, and the current year updates to GAAP financial reporting and Federal and State income taxes. Please join us for what will surely be an informative and timely discussion. Meet Our Speakers: Daraius Irani, Ph.D. • Towson University Vice President, Business & Public Engagement Dr. Daraius Irani serves as Vice President of Business and Public Engagement at Towson University as well as the chief economist for the Regional Economic Studies Institute (RESI) at Towson University, a policy group providing economic, fiscal impact, and policy analysis to public and private entities.  Dr. Irani is often called upon to provide economic presentations to organizations across Maryland. He has appeared on numerous television programs and in local and regional print media. Dr. Irani holds a Ph.D. in economics from University of California, Santa Barbara. Dan Wahlberg • Acclare Solutions Managing Partner With over 28 years of experience, Dan Wahlberg is a recognized leader in audit and assurance for the Mid-Atlantic’s middle market business community. As a licensed CPA in Maryland and Virginia, Dan has led assurance practices at top regional firms, including serving as Baltimore Audit Managing Partner and Assurance Practice Leader at BDO USA in Baltimore and as Partner and member of the Management Committee at Hertzbach & Company P.A which merged into BDO in 2020. His expertise centers on delivering clarity, strategic guidance, and proactive solutions to middle-market businesses across Baltimore and beyond. His entrepreneurial spirit has led him to begin a new CPA firm this year with four other CPAs serving the business community. Dan holds a Bachelor of Science in Accounting from Rutgers University and began his career at PWC in New York. He is also deeply engaged in the community, previously serving as President of ACG Maryland and current Board member and as Audit Committee Member for The Associated: Jewish Federation of Baltimore.  Mike Stankus • BDO USA LLP Tax Office Managing Principal Mike Stankus is the Tax Office Managing Principal for the firm’s Baltimore office. He has more than 16 years of experience providing tax planning and preparation and management advisory services for his clients. Mike focuses on advising privately held businesses and their owners on effective growth and tax strategies. He also performs various engagements for mergers and acquisitions and complex cost accounting projects and projections. In addition, he represents various government contracting clients before the DCAA and assists with FAR compliance. Mike’s areas of concentration include working with government contractors, professional service firms, construction companies, and homebuilders.
  • Publications & News
    Offit Kurman Welcomes Noussah “Vanessa” Koui to Business Law and Transactions Group
    Offit Kurman Welcomes Noussah “Vanessa” Koui to Business Law and Transactions Group
  • Blog Posts
    Behind the Headlines: What Family Lawyers Need to Know About Representing High-Profile Clients
    Behind the Headlines: What Family Lawyers Need to Know About Representing High-Profile Clients
  • Publications & News
    Caroline Callahan to Receive Oligo Nation Inspiration Honor Award
    Caroline Callahan to Receive Oligo Nation Inspiration Honor Award
  • Events
    Navigating D.C.'s Changing Housing Landscape - Utility Billing, Pets in Housing and Year-End Legislative Updates
    Navigating D.C.'s Changing Housing Landscape - Utility Billing, Pets in Housing and Year-End Legislative Updates
  • Blog Posts
    The Risks of Using AI to Draft a Marital Settlement Agreement
    The Risks of Using AI to Draft a Marital Settlement Agreement